Original filing (PDF)20250611172813NAL0014136003001

CLIFFORD ROSS

Name: CLIFFORD ROSS — THE EARTH'S BIRTHDAY PROJECT DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: CLIFFORD ROSS

Form 5500-SF

FILING_RECEIVED

THE EARTH'S BIRTHDAY PROJECT DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$411K

Net assets (EOY)

$30K

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIFFORD ROSS.

Plan sponsor

Name

CLIFFORD ROSS

EIN

13-3500637

Address

PO BOX 1536 · SANTA FE, NM · 875041536

Phone

(505) 986-6040

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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